Customer pricing and quoting requires pulling cost data, applying tier discounts, and rebuilding margin math by hand before a document can even be drafted. This creates slow turnaround, inconsistent pricing, and frequent rework when numbers do not hold up under approval.
An automated version pulls current cost and margin data, applies tier and volume rules automatically, and routes only exception cases for approval. Quotes reach customers faster and with fewer pricing errors.
The full workflow, from trigger to completion.
A customer email requesting pricing lands in the shared sales inbox and creates a new quote record.
A rep quickly confirms the SKUs and quantities logged from the request before pricing runs.
The Pricing Calculation pulls live cost data and applies the customer's tier and volume rules.
The Quote Drafting builds a formatted quote using the calculated pricing and standard terms.
If margin falls below the auto-approval threshold, a sales manager reviews and approves the quote directly.
Once approved, the quote is emailed to the customer automatically.
The final quoted price and status are written back and a follow-up task is scheduled.
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